Crestwood Advisors Group LLC Portfolio Holdings

Crestwood Advisors Group LLC

  • $5.4 Billion
  • Q2 2025

Crestwood Advisors Group LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $5.4 Billion distributed in 640 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $298M, Microsoft Corp with a value of $279M, Amazon Com Inc with a value of $214M, Meta Platforms, Inc. with a value of $145M, and Alphabet Inc. with a value of $141M.

Examining the 13F form we can see an increase of $330M in the current position value, from $5.07B to 5.4B.

Below you can find more details about Crestwood Advisors Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $5.4 Billion
Technology: $1.44 Billion
ETFs: $1.1 Billion
Financial Services: $742 Million
Consumer Cyclical: $563 Million
Healthcare: $402 Million
Communication Services: $375 Million
Industrials: $329 Million
Consumer Defensive: $236 Million
Other: $167 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.6B
$20.3 Million 0.38% of portfolio
131,706
Q2 2025 Added 0.3%
$6.21B
$9.55 Million 0.18% of portfolio
263,314
Q2 2025 Reduced 1.01%
$3.05B
$6.06 Million 0.11% of portfolio
96,293
Q2 2025 Reduced 0.22%
$3.11B
$2.53 Million 0.05% of portfolio
16,388
Q2 2025 Reduced 5.38%
$4.43B
$2.35 Million 0.04% of portfolio
14,218
Q2 2025 Reduced 0.67%
$6.4B
$2.05 Million 0.04% of portfolio
22,797
Q2 2025 Added 1,345.59%
$7.29B
$1.4 Million 0.03% of portfolio
8,506
Q2 2025 Reduced 9.91%
$9.81B
$1.47 Million 0.03% of portfolio
17,052
Q2 2025 Reduced 5.53%
$8.46B
$1.4 Million 0.03% of portfolio
13,736
Q2 2025 Reduced 5.07%
$2.48B
$1.78 Million 0.03% of portfolio
19,245
Q2 2025 Reduced 6.39%
$7.83B
$1.27 Million 0.02% of portfolio
12,104
Q2 2025 Reduced 5.16%
$2.41B
$1.09 Million 0.02% of portfolio
33,907
Q2 2025 Reduced 4.64%
$3.9B
$1.08 Million 0.02% of portfolio
26,424
Q2 2025 Added 0.0%
$7.73B
$917,000 0.02% of portfolio
7,157
Q2 2025 Reduced 6.2%
$4.34B
$1.16 Million 0.02% of portfolio
25,995
Q2 2025 Added 0.06%
$4.97B
$1.06 Million 0.02% of portfolio
19,927
Q2 2025 Added 0.51%
$5.02B
$345,000 0.01% of portfolio
5,847
Q2 2024 New
$2.41B
$289,000 0.01% of portfolio
8,044
Q2 2025 New
$2.43B
$282,000 0.01% of portfolio
34,514
Q2 2025 Reduced 1.53%
$2.75B
$297,000 0.01% of portfolio
2,890
Q2 2025 Reduced 18.57%
$6.74B
$359,000 0.01% of portfolio
2,888
Q2 2025 Reduced 20.81%
$7.33B
$273,000 0.01% of portfolio
5,149
Q2 2025 Added 6.8%
$3.73B
$492,000 0.01% of portfolio
19,822
Q2 2025 Reduced 7.34%
$5.22B
$552,000 0.01% of portfolio
9,780
Q2 2025 Reduced 0.17%
$2.4B
$321,000 0.01% of portfolio
5,039
Q2 2025 Added 0.72%
$2.82B
$455,000 0.01% of portfolio
29,801
Q2 2025 Reduced 29.03%
$7.21B
$166,000 0.0% of portfolio
678
Q2 2025 Added 0.59%
$8.91B
$229,000 0.0% of portfolio
3,854
Q2 2025 Reduced 5.24%
$2.62B
$228,000 0.0% of portfolio
3,380
Q2 2025 Reduced 0.94%
$4.09B
$119,000 0.0% of portfolio
11,815
Q2 2025 Reduced 1.09%
$2.54B
$152,000 0.0% of portfolio
10,414
Q2 2025 New
$6.71B
$208,000 0.0% of portfolio
4,959
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 640
  • Current Value $5.4 Billion
  • Prior Value $5.07 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 46 stocks
  • Additional Purchases 230 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 232 stocks
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